Latest update on $BAT activities. It’s about partners, finance & the constant effort to lower costs & stay at the bottom of the cost curve #ev #graphite #climateSmartMining @UrbixResources #lithiumbattery #mozambique #downstream #lowEmissions https://www.batteryminerals.com/wp-content/uploads/2019/10/Battery-Minerals-Signs-MoU-with-Leading-US-Group.pdf
Battery Minerals (#ASX: $BAT) partners with US #graphite specialist on proposed treatment facility in Mozambique
https://smallcaps.com.au/battery-minerals-partners-us-graphite-specialist-treatment-facility-mozambique/ @BatteryMinerals
Slowing investment into strategic mineral supply will drive classic predictable commodity market response. First “over sell” then “over buy” then repeat. #history #graphite #lithium #renewables #geopolitics #energy #tradeWar
@SyrahResources worlds largest #graphite producer slows production by 70-80%. Represents 75% of China imports. This will trigger supply anxiety & maybe ++ve price response in short term @BatteryMinerals #lithium #cobalt #renewables #evs
China has acquired controlling interests in 4 undeveloped #graphite projects in #Mozambique over last year #Evs #lithium #anode
It will be interesting to watch US ev industry respond to pending strategic mineral shortages. #graphite
Another up coming Mozambique graphite producer has taken on Chinese SOE as major shareholder. #graphite this now makes 4 China deals in last 12 months. Japan, Korea, USA, EU investment very quiet.
'Australia & the US should form a #battery mineral alliance' - Interesting strategy from former $ORE Chairman & current ioneer CEO James Calaway on ways to challenge China's #lithium & #battery materials dominance https://www.afr.com/news/world/north-america/australia-us-should-form-battery-mineral-alliance-says-lithium-chief-20190522-p51pu7
Tesla Manager Sees Risk of Battery-Minerals Shortage in Future https://www.bloomberg.com/news/articles/2019-05-02/tesla-manager-sees-risk-of-battery-minerals-shortage-in-future As in the US, similar issues for Korea, Japan and Europe. @PilbaraMinerals ahead of the curve for investment and production in support of global supply.
This ANZAC Day let us also remember the women at home who helped keep the wheels of the nation turning. Lest we forget. http://www.dailytelegraph.com.au/rendezview/news-story/931866ef6558b214a33d599612e4f864